Syverson Strege & Co’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Syverson Strege & Co’s Portfolio FLOT Stock Details FLOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,308	Closed	-$65.9K	–	261
2023 Q1	$65.9K	Buy	+1,308	New	+$66K	0.03%	110
2022 Q4	–	Sell	-1,293	Closed	-$65K	–	322
2022 Q3	$65K	Sell	1,293 -27	-2%	-$1.36K	0.03%	109
2022 Q2	$66K	Buy	1,320 +2	+0.2%	+$101	0.02%	115
2022 Q1	$67K	Buy	1,318 +1	+0.1%	+$51	0.07%	105
2021 Q4	$67K	Buy	1,317 +2	+0.2%	+$101	0.05%	112
2021 Q3	$67K	Buy	1,315 +1	+0.1%	+$51	0.05%	117
2021 Q2	$67K	Buy	1,314 +1	+0.1%	+$51	0.06%	111
2021 Q1	$67K	Sell	1,313 -78	-6%	-$3.96K	0.07%	103
2020 Q4	$71K	Buy	+1,391	New	+$70.5K	0.07%	100

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syverson Strege & Co's FLOT Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2023, closing a stake of 1,308 shares — an estimated $65.9K sold.

Syverson Strege & Co first reported a position in FLOT in Q4 2020 and held it in 9 quarters. The position peaked at $71K in Q4 2020. 611 funds tracked by Wall St. Rank hold FLOT as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Floating Rate Bond ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,308 iShares Floating Rate Bond ETF shares in Q2 2023, an estimated $65.9K.
Syverson Strege & Co first reported a position in iShares Floating Rate Bond ETF in Q4 2020 and held it in 9 quarters.
Syverson Strege & Co's iShares Floating Rate Bond ETF position peaked at $71K in Q4 2020.
611 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.